WEBINAR | Practical Wealth Management

WEBINAR INFO: When it comes to managing wealth, there's no one-size-fits-all approach. The way you interact with your finances can differ dramatically based on your life stage, goals, family dynamics, and overall financial outlook. Whether you're focused on building your wealth, maintaining what you’ve earned, or finding ways to truly enjoy the fruits of your labor, having the right strategies in place is essential.

WEBINAR DETAILS: This was recorded live as a Zoom webinar on Wednesday, October 16, 2024. All information was accurate and up-to-date at that time. This webinar recording is not eligible for CPE credit.

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SKIP TO:
0:00 Intro
2:47 What is Wealth Management?
5:50 Financial Planning
9:25 Retirement Planning
20:55 Investment Management
34:37 Estate Planning
41:58 Tax Planning
46:10 Partnering with A Financial Professional
50:47 About LGT Financial Advisors